Your MoneyWellth Spending Snapshot emails keep you informed and in control of your finances with timely insights into your spending and budget progress. You’ll receive two types of emails to support your financial goals:
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Weekly Budget Email
This email, sent on Mondays, gives you a quick overview of your weekly spending and budget performance. It’s a helpful check-in, allowing you to see how your spending aligns with your budget and make any necessary adjustments before the end of the month. By staying aware of your weekly habits, you can avoid surprises and reinforce smart financial behaviors. -
Monthly Summary Email
Delivered on the first of each month, this email provides a comprehensive review of your financial activity from the previous month. It includes:- Monthly Budget Overview: Recap the budget you set, see how much of it you utilized, and view your spending total from last month.
- Spending Trends: Track your current spending trend compared to previous months, helping you identify any shifts or patterns.
- Spending by Category: Get a breakdown of up to six top spending categories, such as Rent/Mortgage, Utilities, Groceries, and Shopping, so you can see exactly where your money is going.
These Spending Snapshot emails are designed to keep you informed, help you proactively manage your budget, and ensure you’re making progress toward your financial goals.